CIK: 0000033250
申告総資産額
$21.7億
上位200銘柄を表示中（全394銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 4.91% | — | +22.04% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.24% | — | +9.97% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.41% | +0.58% | -3.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.05% | -0.25% | +2.52% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.60% | +14.87% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | — | +2520.92% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.39% | -0.12% | -0.13% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | -0.26% | +16.29% | |
| 9 | CCI | Crown Castle INC | 株式-不動産 | 2.01% | — | +6.20% | |
| 10 | ADI | Analog Devices INC | 株式-IT | 1.94% | — | +7.58% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.93% | — | +12.52% | |
| 12 | SWKS | Skyworks Solutions INC | 株式-IT | 1.90% | — | +76.37% | |
| 13 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.73% | — | +0.19% | |
| 14 | SPGI | S&p Global INC | 株式-金融 | 1.71% | -0.11% | +14.76% | |
| 15 | TAKNX | Carlyle-tactical Prvt Crdt-n | 株式-その他 | 1.61% | — | +3.40% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.59% | +0.16% | -15.81% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 1.54% | -0.59% | +1875.30% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 1.54% | — | +4.16% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.51% | -0.13% | +4.22% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 1.47% | — | -10.34% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.46% | -0.10% | +11.10% | |
| 22 | SHC | Sotera Health Co | 株式-その他 | 1.36% | — | +8.40% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.32% | -0.20% | +17.10% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.00% | -0.42% | +18.28% | |
| 25 | MRNA | Moderna INC | 株式-ヘルスケア | 1.00% | — | — | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.94% | -0.08% | +50.02% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.83% | — | +0.92% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +9.60% | |
| 29 | TDG | Transdigm Group INC | 株式-資本財 | 0.79% | — | -0.20% | |
| 30 | WCMFX | Wcm Smid Quality Value-inst | 株式-その他 | 0.75% | — | -3.08% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.74% | — | +12.54% | |
| 32 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.73% | — | +109.85% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.71% | — | -0.39% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.71% | — | -52.62% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | — | +3.41% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | -0.08% | -8.47% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.11% | -2.30% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.20% | +1.81% | |
| 39 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.59% | -0.29% | — | |
| 40 | LKQ | Lkq CORP | 株式-一般消費財 | 0.57% | — | — | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | — | -22.94% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.56% | — | -14.13% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +3.88% | |
| 44 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.52% | — | -21.27% | |
| 45 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.52% | — | +3.63% | |
| 46 | KKR | Kkr & Co INC | 株式-金融 | 0.50% | — | +47.37% | |
| 47 | AON | Aon plc | 株式-金融 | 0.47% | — | -0.38% | |
| 48 | CG | Carlyle Group Inc/the | 株式-金融 | 0.47% | — | +26.37% | |
| 49 | ASML | ASML Holding N.V. | 株式-IT | 0.46% | +0.22% | +1.28% | |
| 50 | CSLLY | Csl Ltd-sponsored Adr | 株式-その他 | 0.45% | — | +0.61% |